Smarter Retention in Microsoft 365: A Step Toward Cleaner, More Relevant Data - Coming soon

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Anyone who has worked with SharePoint management knows that data governance is a cornerstone of digital productivity, especially in large organizations where information can accumulate rapidly. Today, retention policies in Microsoft 365 allow administrators to manage data based on creation or modification dates. However, in my experience, this approach is not always sufficient. Files that haven’t been accessed in years may still linger in OneDrive or SharePoint, cluttering storage, slowing down search, and diluting the relevance of AI-powered tools like Microsoft 365 Copilot. A new feature in Microsoft Purview Retention Policies, expected this winter, promises to enhance Data Lifecycle Management. This upcoming setting will enable policies to identify files that have remained untouched for a specified period and automatically flag them for deletion or archival. This enhancement is particularly valuable for organizations leveraging Microsoft 365 Copilot. By removing outdated or irreleva...

Copilot Actions, rolling out

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Copilot Actions has been available through Copilot Studio for some time, and now, a version of this feature is being rolled out within Microsoft 365. This new integration offers a user-friendly way to automate and delegate common tasks.

The term "Actions" varies depending on the application. In Copilot Studio, it serves as a flexible tool for agents. By combining Copilot prompts and conversations, triggers (such as file modifications or scheduled reminders), and user-defined rules, Copilot Actions can generate artifacts that streamline workflows. A similar type of action is teased in the "lightweight" version of Copilot Studio within the M365 agent builder (marked as "coming soon").

The version discussed here is a new out-of-the-box functionality, designed to ensure that even users with minimal technical expertise can benefit from its powerful asynchronous capabilities.

To utilize Copilot Actions, users must have a Copilot license (priced at $30). The help article "Set up actions in Copilot to automate daily tasks" on Microsoft Support is a valuable resource for this purpose. The feature is already available in our production tenant, indicating that the rollout has begun.

I hope this feature continues to develop. Currently, it seems you can only run predefined tasks with limited adjustments to the queries. However, users can be taught to build their own agents and use triggers in Power Automate to initiate these agents.